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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,681 | $196,972-35.7% | $182,262-30.5% | $198,609-36.2% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 16.29% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $3,064 | $5,364-42.9% | $5,046-39.3% | $5,055-39.4% |
| Participant deferral / active EE | $6,991 | $8,643-19.1% | $8,276-15.5% | $6,977+0.2% |
| Admin fee / account holder | $1,281 | $18,429-93.1% | $16,712-92.3% | $19,030-93.3% |